FBM & Practice Strategy Analytics & Operations, Client Segments, Analyst, Wealth Management

Morgan Stanley; Mumbai City; On-site; INR 600,000 - 900,000; Full time

Job summary

Morgan Stanley in Mumbai seeks an Analyst to join Wealth Management Home Office. You will handle reporting, analysis, and insights on trends driving results, collaborating with HR, Finance, and FA Comp to deliver timely insights.

You will develop, distribute management reports across global partners, perform daily/weekly/monthly analyses, and present metrics to senior management. A Bachelor's degree with 1–3 years' wealth management experience is expected.

Qualifications

• 1–3 years of Wealth Management or industry experience.
• Bachelor’s degree required.
• Strong organizational, project management and analytical skills.

Responsibilities

• Point person with corporate partners to develop analysis and reporting.
• Collaborate with Mumbai, NY/NJ, and Budapest teams to distribute management reports.
• Understand Wealth Management Home Office initiatives as basis for analysis.
• Daily/weekly/monthly/quarterly reporting and trend analysis on metrics.
• Develop, implement and present key data and metrics to senior management.
• Verify output accuracy using multiple data sources.

Skills

Analytical skills

Reporting

Communication

Education

Bachelor's degree

Tools

Excel

Power BI

Job description

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Job Description

Analyst role to be a part of Wealth Management Home Office at Morgan Stanley Wealth Management. The primary responsibilities will be reporting, analysis and insights on trends and activities that are driving the results working closely with other members of Wealth Management Home Office.

Position Responsibilities

• Point person with various corporate partners to develop analysis, produce reporting, and conduct research, specifically with Human Resources, Finance and FA Comp
• Collaborate with team in Mumbai, NY/NJ, and Budapest to distribute a suite of management reports to be produced on daily, weekly, monthly, and quarterly basis.
• Understand Wealth Management Home Office initiatives as a basis to perform analysis
• Daily/monthly/Quarterly reporting and trend analysis on metrics
• Develop, implement and present key data and metrics to senior management
• Be able to leverage different data sources and methodologies to verify accuracy of output
• Perform other duties and special projects as assigned
• Ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.
• The candidate must be flexible in their work style and be able to work collaboratively with others on the team

Qualifications

• Minimum of 1-3 years of Wealth Management or Industry experience
• Bachelor’s degree required
• Strong organizational, project management and analytical skills
• Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail
• Possess a strong sense of accountability/ownership
• Self-motivated and able to work in a strong team and high activity environment
• Demonstrated effectiveness with both oral and written communication

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.